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May 24 2017 - Ethics Meeting
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5/24/2017
When: Wednesday, May 24, 2017
5:00 PM - 8:00 PM
Where: 3 West Club
3 West 51st Street
New York, New York  10019
United States


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Flyer (pdf) - Click here

 

Date: Wednesday, May 24, 2017

Time: 5:00 PM - 8:00 PM

Location:

3 West Club
3 West 51st Street
New York, NY 10019
http://www.3westclub.com/web/3west/northstar

 

Presenter:
Charles C. Weeks, Jr., JD, CFP® - Founder and President of Barrister Wealth Management, LLC - Charles C. Weeks, Jr., JD, CFP® received his Bachelor of Science degree from LaSalle University in Finance with a minor in Accounting in 2001, and his Juris Doctorate from Villanova University School of Law in 2006. Charles is a CERTIFIED FINANCIAL PLANNER TM Practitioner and the Founder and President of Barrister Wealth Management, LLC, a New Jersey Registered Investment Adviser, which provides financial planning, investment and insurance services. Mr. Weeks spearheaded the effort to create the undergraduate Financial Planning Concentration and the Continuing Studies Certificate in Financial Planning at Stockton University, where he also serves as an Assistant Professor of Finance and an instructor for the Certificate Program.

Meeting Description:
“CFP Board Code of Ethics and Professional Responsibility” - This class is designed to review ethical issues that professionals may face in their financial planning practices. This course examines the financial planning process, the material elements of financial planning, the importance of understanding whether you are providing financial planning or just material elements of financial planning, as well as topics surrounding the fiduciary standard and the need for full disclosure to your clients and how to apply the fiduciary standard in practice. This course will provide tools for handling conflicts of interest and ethical dilemmas, while staying in compliance with the Standards of Professional Conduct including the Code of Ethics and Professional Responsibility and Candidate Fitness Standards.

Credits: 2 CFP® CEs for Ethics. This program is a pre-approved CFP Board Ethics program that will satisfy the CFP Board's 2-hour Standards of Professional Conduct CE requirement. Brett Danko, LLC is the CE sponsor of the Ethics meeting.


Registration Fees:
FPANY Member - Free
Non-FPANY Member - $100
NYU Student - Free (Please contact us at admin@fpany.org to register.)








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